A complete list of active advisors currently associated with X Advisors, LLC

Warmer can help you find a great advisor at X Advisors, LLC or one who fits your needs even better.

X Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers asset management, written financial plans, wealth-management coordination (estate, insurance, and tax‑related referrals), defined contribution plan advisory and participant education, and standalone consultation services. Portfolios are tailored to individual goals and may include individual stocks, bonds, ETFs, mutual funds, options, and alternative investments, with ongoing monitoring and rebalancing; the brochure notes use of approaches such as hub‑and‑spoke indexing alongside active strategies. While the firm generally seeks discretionary authority for portfolio management, it also explicitly provides non‑discretionary advisory services for defined contribution plans and related participant education. Distinctive features in the brochure include broker‑dealer activity and third‑party affiliations: certain firm representatives are registered representatives of a broker‑dealer and may accept commissions for securities and insurance products, which the firm discloses as a conflict of interest. The firm reports regulatory assets under management of $189,928,226 as of December 2024 and operates with a small advisory team across multiple offices, and it discloses relationships with a custodian that provide research and service benefits to the firm.

To learn more about the advisors currently working at X Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse X Advisors, LLC's office locations.